DeepSeek Ends the Price War
How the startup that made AI absurdly cheap is now raising prices, and what its retreat reveals about the real limits of low-cost intelligence.
Topic
AI
Analysis of the AI industry’s business decisions — model launches, pricing moves, capability claims and what the numbers behind them actually show.
The Money Moves to Inference
How venture capital's center of gravity shifted from training new AI models to profitably running the ones that already exist.
Washington's $5 Billion AI Bet
How the Genesis Mission turns the U.S. government into one of the largest customers and backers of AI for science, and what it means for industry.
Alphabet's $205 Billion Dare
How Google's parent is spending on AI infrastructure at a scale that rewrites what capital expenditure means for a software company.
OpenAI's Two-Speed Pricing
How OpenAI cut model prices and raised subscription prices in the same fortnight — and what the split reveals about its road to an IPO.
Cognition's $40 Billion Question
How an AI coding startup nearly doubled its valuation in three months — and what a 40x revenue price says about the state of AI funding.
Cognition AI's $40 Billion Valuation Leap
How a coding startup's leap toward a $40 billion valuation, barely three months after its last raise, shows what investors are really pricing in the AI agent race.
OpenAI Pays Its Staff to Wait
How a $7 billion employee buyback lets OpenAI relieve the pressure to go public and buy itself time on its own terms.
The AI IPO Race Splits in Two
How OpenAI and Anthropic filed for the public markets within a week of each other, offering Wall Street two opposite theories of how to build an AI company.
Anthropic's $6 Billion Decart Bet
How a reported Decart acquisition signals that the AI arms race is quietly shifting from building bigger models to serving cheaper tokens.